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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,852 | $157,296+28.3% | $141,191+43.0% | $152,897+32.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.60% | 64.34%-45.7pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $12,761 | $5,262+142.5% | $4,736+169.5% | $4,764+167.9% |
| Participant deferral / active EE | $8,600 | $7,111+20.9% | $6,710+28.2% | $5,851+47.0% |
| Admin fee / account holder | $2,042 | $12,125-83.2% | $10,264-80.1% | $11,599-82.4% |